Fusion Testing
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TC-03013 : Creating Purchase Contract to Award RFQ to Non-Vendor Center Access Vendor
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Process Area : Procurement - RFQ & PO Contract
Steps To Execute
Interface: Classic Role(s): Kimray - Buyer; Kimray - Purchasing Manager; Kimray - Outsourced Manufacturing Scheduler 1. Navigate to Transactions > Purchasing > Enter Purchase Contract. 2. Select the 'Vendor' you are awarding the RFQ. 3. Verify the 'Date' is today or update to a desired date. 4. Verify that the 'Subsidiary' is Kimray, Inc. 5. Define the 'Effectivity Based On'. - Order Date: when the order is placed. - Expected Receipt Date: when the order line is expected to be received. 6. Select the 'Location'. 7. Enter the 'Minimum Amount' and 'Maximum Amount'. - Minimum Amount: the minimum total currency amount that must be ordered for the vendor to honor the contract. - Maximum Amount: the maximum currency amount used to determine the required approval routing. 8. Enter the 'Start Date' and 'End Date'. - Start Date: the start date of the Purchase Contract. - End Date: The end date of the Purchase Contract. 9. Navigate to the Items tab. 10. Select the Item(s) that you are awarding to the Vendor. 11. Validate the 'Units' and 'Description'. - Do this for each item selected. 12. Click the + icon in the 'Tier Pricing' column. - Select the 'Calculate Quantity Discounts' field. ** By Line Quantity ? Price is based on single purchase order line. ** By Overall Item Quantity ? Price is based on all purchase order lines with same item. For example, if you order the same item multiple times on the same purchase order, the total quantity across all lines on the order determine which tier or tiers are appropriate for the quantity discount. ** By Overall Contracted PO Item Quantity ? Price is based on all contracted purchase order lines with same item. For example, if more than one purchase order for that item is entered against a purchase contract, then all quantities across all of those purchase orders are consolidated to determine the net discount. - Select the 'Price Using' field. ** Rate - Price items using a single rate based only on quantity entered for the line. When the quantity ordered falls into the specified tier, all items on that line get the same rate. For example, based on the tiers in the example above, an order of 50 items is priced so that all 50 items get a 5% discount. ** Marginal Rate - Price items using a progressive rate across tiers based on the quantity selection. For example, based on the tiers in the previous example, an order of 50 items generates the following pricing: **the first 24 items get base pricing (no discount) ** items 24-50 get 2nd tier discounted pricing (5% discount) ** Lot Rate - Price items for a lot using a tier rate regardless of the quantity within a tier range. This method is commonly used if there is a high fixed cost for an item. For example, the lot price is $50, whether you order 3 items or 99 items, because all units in the lot have a set price - Select the 'Input Using' field. ** Rate or Lot - NetSuite calculates the percentage ** Percent - NetSuite calculates the rate. - Enter the From Quantity's the Vendor provided. Please note the first tier must be 0. - Enter either the Rate or Lot Price or Percent Discount based on the 'Input Using' selection. Option: enter a Memo. - Click OK. ***Do this for each item on the Purchase Contract*** 13. Navigate to the Terms tab. 14. Select the 'Payment Terms' and 'Incoterms'. 15. Navigate to the Special Instructions tab and enter 'Special Instructions' if needed. 16. Click Save
Expected Results
1. User successfully navigates to the Purchase Contract record to create a new Purchase Contract. 2. The Vendor is selected. 3. The 'Date' is validated or updated. 4. The 'Subsidiary' is validated as Kimray, Inc. 5. The 'Effectivity Based On' field is selected. 6. The 'Location' is selected. 7. The user enters the 'Minimum Amount' and 'Maximum Amount'. 8. The 'Start Date' and 'End Date' are entered by the user. 9. The user successfully navigates to the Items tab. 10. The Items are entered/selected. 11. The 'Units' and 'Descriptions' are validated by the user. 12. The user clicks the + icon in the 'Tier Pricing' column. - The 'Calculate Quantity Discount' is selected. - The 'Price Using' is selected. - The 'Input Using' is selected. - The From Quantities are entered. - The user enters either the Rate or Lot Price or Percent Discount. A Memo can also be entered. - Ok is successfully clicked. 13. The user navigates to the Terms tab. 14. The 'Payment Terms' and 'Incoterms' are defined. 15. The 'Special Instructions' are entered. 16. The Purchase Contract is Saved.